Douglass Colony Group, Inc. 401(K) Plan — Form 5500 plan (Douglass Colony Group Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Douglass Colony Group, Inc. 401(K) Plan is a benefit plan reported by Douglass Colony Group Inc. under EIN 84-0513471 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $14,265,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Douglass Colony Group Inc.
- EIN
- 84-0513471
- Plan number
- 001
- Plan type
- 2
- Location
- Commerce City, CO
- Latest filing year
- 2023
- Participants
- 399
- End-of-year plan assets
- $14,265,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 399 | H, C | 20251216085013NAL0002650529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,265,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,265,093
- Net assets (BOY)
- $12,103,270
Income & contributions
- Employer contributions
- $759,659
- Participant contributions
- $579,870
- Total contributions
- $1,352,355
- Total income / additions
- $3,193,988
Expenses & distributions
- Benefits paid
- $961,650
- Administrative expenses
- $70,481
- Total expenses
- $1,032,165
- Net increase / (decrease)
- $2,161,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $70,480 | $0 | 2023 |
| Morgan Stanley | OTHER SERVICES | $0 | $30,003 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Douglass Colony Group Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Commerce City, CO
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation